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Our client is seeking a high‑performing Executive Assistant to support Portfolio Managers and teams within a fast‑paced, high‑volume investment group. This role is ideal for someone who thrives in a fast-paced environment, enjoys team‑based support, and brings maturity, precision, and strong judgment to everything they do. Hours are typically 8:00/8:30am-5:30/6:00pm, fully onsite five days per week, with paid overtime built into the compensation structure. Key Responsibilities: Provide administrative and organizational support to Portfolio Managers and their teams Coordinate a high volume of internal and external meetings across multiple stakeholders Manage complex calendar planning, proactively screening for conflicts and ensuring seamless coordination Build relationships with broker sales teams and Investor Relations to plan meetings effectively Log corporate access and broker interactions in internal databases Arrange domestic and international travel, including flights, hotels, and ground transportation Process expense reports accurately and in a timely manner Participate in weekly team meetings and stay closely aligned with team priorities Develop a working understanding of the covered sector Provide EA support and assist with occasional personal requests from Portfolio Managers Collaborate closely with corporate access specialists and other Executive Assistants Qualifications: 5+ years of Executive Assistant or senior administrative experience Bachelor's degree required Background in financial services or adjacent, high‑intensity environments Proven experience supporting teams in a high‑volume setting Highly organized, detail‑oriented, and proactive with strong follow‑through Mature, professional demeanor with excellent interpersonal skills Strong written and verbal communication skills Proficiency in Microsoft Outlook, Word, Excel, and PowerPoint Compensation/Benefits: Up to $105K-$120K base salary + paid overtime + discretionary bonus Catered breakfast and lunch daily Medical, dental, and vision benefits (employee contribution; strong plans) 401(k) with employer match Fitness reimbursement and wellness perks Work‑sponsored social, networking, and philanthropic events PTO package Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply. California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/ Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records. Company Profile: Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs. Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com. Benefits Information: Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings. We look forward to working with you. Beacon Hill. Employing the Future (TM)

About Tokio Marine: Tokio Marine has been conducting business in the U.S. market for over a century and we are licensed in all states, Puerto Rico and the District of Columbia, and write all major lines of Commercial Property and Casualty Insurance. We provide unique insurance and risk management tools from our experienced staff of account executives, underwriters and loss prevention engineers and fair and timely claim settlement from a skilled team of claim professionals. We work with major brokers and leading independent insurance agents throughout the United States to serve the world's largest and most distinguished organizations. We are committed to creating value for our customers by providing ANSHIN (safety, security and peace of mind). We strive to be creative and passionate as we work towards our long-term success. Tokio Marine Holdings is Japan's oldest, and one of the largest property and casualty insurers. Founded in 1879, TMNF operates worldwide in 47 countries. With annual revenues of approximately $50 billion and an A.M. Best rating of A++, one of the highest in the industry, we are one of the top 20 insurance providers worldwide. Job Summary This position will be responsible for coordinating with Tokio Marine Head Office (“HO”) and overall support and coordination to Tokio Marine America operations in North America. The main focus of the HO-related role will be serving as a liaison supporting the development and implementation of global program operations for the large Japanese clients, including regulatory research, fronting network management, operational process improvement, provision of professional advice, and responding to inquiries. The primary function in supporting Tokio Marine America will be to provide assistance for administrative work including but not limited to communications with external parties (e.g. brokers). The role is also expected to conduct facilitation/logistics support for various committees/conferences/projects and setting the schedule for customer engagement. Essential Job Function Serve as a liaison with HO regarding Global Program operations Global Program Operations Coordination • Coordinate insurance coverage surveys, loss surveys, underwriting related activities, • Coordinate issuance instructions including follow-ups, • Respond to and coordinate inquiries from Group Companies involved in Global Program operations, • Provide professional advice and guidance to Producing Offices and Local Offices related to Global Program operations Development and Maintenance of the Fronting Network • Coordinate the execution and implementation of fronting service agreements and reinsurance agreements, • Coordinate the registration of reinsurers in each country, • Support the development and maintenance of the fronting network, • Monitor service levels Collection, Dissemination, and Management of Country-Specific Insurance Regulations • Collect, review, and consolidate regulatory information across multiple jurisdictions, • Maintain and update regulatory information for each country Coordination and Administration of Global Program-related IT Systems • G-Cabinet roll-out and maintenance, system security, and ID registration, etc., • Coordinate user access management and system security procedures for Global Program related systems, • Provide guidance to internal users on the operation of systems supporting Global Program operations, • Identify opportunities to improve systems and operational processes. Support/Assistant to Tokio Marine America Assistant for Account Executive Officer (“AEO”)’ marketing activity: • Act as assistant for the AEOs in Eastern Region; arrange meetings, travel arrangements, etc., • Greet guests and customers in traditional Japanese manner if necessary., • Assist members of Eastern Region with administrative duties including e-mailing, copying, faxing, processing mail, escorting visitors., • Help communications with third parties (e.g. brokers), • Support AEO's in coordinating accounts and reviewing new business and follow-up renewals., • Analyze and summarize various types of data mainly using Microsoft Excel, including but are not limited to: new market opportunities, monthly branch report, list of bookings by account, broker, etc., • Prepare presentation materials, including Microsoft PowerPoint presentations under the direction of the AEO., • Assist AEO with preparing expense reports including usage of SAP Concur system., • Propose and create new reports in order to analyze business needs. Facilitation/logistics support • Conduct facilitation/logistics support for various committees/conferences/projects and setting schedule for customer engagement. (e.g. internal meetings including meetings with HO, Anniversary event, etc) Qualifications • Bachelor's degree in finance or accounting preferred, • Strong verbal and written communication skills, • Bilingual communication skills preferred, with business‑level proficiency in reading, writing, and speaking English and Japanese., • Three+ years of property/casualty insurance industry experience preferred, • Knowledge and experience in marketing, IT, business process, project management preferred, • Working proficiency of Microsoft Office, and knowledge/skills in Microsoft Word/Excel/PPT preferred, • Strong analytical ability with the capability to determine the root cause of problems and issues and provide solutions, • Superior attention to detail and accuracy, • Ability to work independently and effectively as part of a team Salary range $60,000 to $70,000. Ultimate salary offered will be based on factors such as applicant experience and geographic location. Our company offers a competitive benefits package and bonus eligibility on top of base. TMA believes the perfect candidate is more than just a resume. If you don't meet every single requirement, but are still interested in the job, we encourage you to apply. Benefits: We offer a comprehensive benefit package, which includes a generous 401K match. Our rich history of outstanding results and growth allow us to focus our business plan on continued growth, new products, people development and internal career opportunities. EEO Statement Tokio Marine Management is an Equal Opportunity Employer. In order to remain competitive we must attract, develop, motivate, and retain the most qualified employees regardless of age, color, race, religion, gender, disability, national or ethnic origin, family circumstances, life experiences, marital status, military status, or sexual orientation.

Company Description Dundon Advisers LLC provides comprehensive restructuring advice to creditors, debtors, financiers, and asset buyers in bankruptcy and out-of-court scenarios. Additionally, the firm manages complex credit and credit-linked assets for institutional clients and facilitates non-securities credit originations and secondary transactions. Its broker-dealer affiliate, Dundon Markets LLC, advises clients on a diverse range of securities transactions. With a focus on delivering tailored financial solutions, Dundon Advisers LLC is a trusted partner in navigating complex financial landscapes. Dundon is hiring an experienced Executive Assistant to support the Principal of the Firm. In this role, you will play a key part in managing schedules, travel ,coordinating meetings, and fostering effective communication with internal and external stakeholders. The successful candidate will possess outstanding organizational capability, and the confidence to operate at CEO/Principal level, with a proactive attitude, strong organizational skills, and the ability to multitask in a dynamic environment. Responsibilities: Executive Assistant Support: • Manage the complex Outlook calendar and help prioritize emails of the Principal and Founder of the Firm., • Respond in a timely manner to inquiries and act as gatekeeper for all requests., • Coordinate with internal and external stakeholders to schedule meetings and calls, often requiring flexibility and quick adjustments., • Own and manage a weekly scheduling meeting., • Arrange intensive travel schedules, often at last minute., • Provide detailed itineraries and ensure all travel logistics are meticulously planned and executed., • Willing to take on ad-hoc related projects as the Firm grows. Qualifications • 10+ years of EA experience in financial services at C-Level., • Proactive problem solver who anticipates challenges and addresses them before they escalate with the ability to work well with within a team environment, • Excellent written and verbal communication skills, • Highly adaptable with the ability to thrive in a dynamic environment while, at times, under competing priorities, • Ability to perform duties with the highest level of confidentiality and professional integrity, • Strong attention to detail and organizational skills, • Comfortable engaging with senior management on a regular basis, • Strong Microsoft Office skills

Job Description We are seeking a detail oriented and organized Broker’s Assistant to support our insurance brokers with day to day administrative, servicing, and client-facing tasks. This role is ideal for someone looking to grow within the insurance industry and gain hands-on experience in agency operations, underwriting support, and client service. Salary Pay.

JAS is an international, non-asset-based supply chain services and solutions company. Our services include air and ocean freight forwarding, contract logistics, customs brokerage, distribution, inbound logistics, truckload brokerage and other supply chain management services, including consulting, the coordination of purchase orders and customized management services. The Air Import Specialist is responsible for managing air import shipments, ensuring high-quality service that meets or exceeds customer expectations. This includes coordinating with airlines and clients to provide updates on flight status and the arrival of shipments, while delivering exceptional service to both suppliers and customers. The role involves offering effective solutions, adhering to company policies, and ensuring full compliance with relevant laws, regulations, and industry best practices. ESSENTIAL FUNCTIONS: • Track the arrivals of cargo via web, with JAS origin and warehouses / warehouse., • Receive the customer service transmissions, and send them to the warehouses / warehouses before 8 hours arrival of the flight., • Report missing documents / packages to customer service, origin and customer., • Enter forward the transmissions sent by customer services to generate the operation., • Generate the notice of arrival of the cargo to the warehouse / fiscal warehouse send the dispatch., • Generate the invoice for freight and handling of the operation as soon as the cargo arrives., • Coordinate the sending of documents to customers by courier., • Issue Insurance according to customer service instruction., • Comply with customs transmissions at the time regulated by customs., • Notify the client of the arrival of their cargo immediately., • Daily tracking of all pending flights, reporting delays or other SUPERVISORY RESPONSIBILITIES: None QUALIFICATIONS: • Minimum 3 years' experience in Air imports or combination of education and expertise required, • Excellent organizational skills, • Excellent written and verbal skills, • Strong computer skills including Microsoft Office suite, • Detail oriented, able to multitask and meet deadlines, • Self-motivated, able to work in a team and independently, • Knowledge of US customs laws, practices and procedures, • Able to perform the essential duties of this position without posing a "direct threat" to the health or safety of self or others, • Able to interact positively and effectively with co-workers, subordinates and supervisors EDUCATION AND EXPERIENCE: • High School Diploma or GED required, • Minimum 3 years' experience in Air imports or combination of education and expertise required, • Cargowise (C1) experience is preferred, • Experience and knowledge regarding import entry procedures, compliance, rules and regulations preferred, • OGA experience is preferred ENVIRONMENT: 100% performed in climate-controlled internal office environment working under normal office conditions. Travel will be (up to %) required in support of the position's responsibilities. While performing the duties of this job, the employee is regularly required to sit, stand, walk, use hands and fingers to feel and handle, reach with arms and hands, talk and hear. While performing the duties of this job, the employee frequently is required to stop, kneel and crouch, lift weight or exert a force up to a maximum of 25 pounds. This position requires employee to frequently work in a fluid, fast paced environment. ADDITIONAL: Follow the Company HR Policy, the Code of Business Conduct and department policies and procedures, including protecting confidential company information, attending work punctually and regularly, and following good safety practices in all activities. The responsibilities associated with this job will change from time to time in accordance with the Company's business needs. More specifically, the incumbent may be required to perform additional and/or different responsibilities from those set forth above. The above declarations are not intended to be an all-inclusive list of the duties and responsibilities of the job described, nor are they intended to be such a listing of the skills and abilities required to do the job. Rather, they are intended only to describe the general nature of the job. In accordance with New York state law, we are committed to providing pay transparency to all job applicants. For this position, the pay range is $26.50 - $31.25/HR, depending on qualifications and experience. This range represents the base compensation potential for this role, and the specific compensation offered to the selected candidate will be based on factors such as skills, experience, and other relevant qualifications. In addition to base salary, JAS Forwarding offers a comprehensive benefits package, including dental, vision, and health insurance, 401(k), bonuses (depending on role) etc. DEFINITIONS: (if any abbreviation, the meaning needs to be inserted) Management retains discretion to add or change duties of this position at any time. JAS Forwarding (USA), Inc. is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, ethnicity, disability, religion, national origin, gender, gender identity, gender expression, marital status, sexual orientation, age, protected veteran status, or any other characteristic protected by law. Where required by state law and/or city ordinance; this employer will provide the Social Security Administration (SSA) and, if necessary, the Department of Homeland Security (DHS), with information from each new employee's Form I-9 to confirm work authorization. NOTICE TO APPLICANTS JAS USA IS A CUSTOMS BROKER, GOVERNED BY FEDERAL REGULATION. FEDERAL REGULATIONS PROVIDE THAT JAS MAY HAVE IT BROKERAGE LICENSE SUSPENDED OR REVOKED IF IT "KNOWINGLY EMPLOYED, OR CONTINUES TO EMPLOY, ANY PERSON WHO HAS BEEN CONVICTED OF A FELONY, WITHOUT WRITTEN APPROVAL OF THAT EMPLOYMENT FROM THE ASSISTANT COMMISSIONER." JAS WILL PERFORM A BACKGROUND CHECK TO DETERMINE IF YOU HAVE BEEN CONVICTED OF A FELONY AND IF SO, ABSENT SPECIAL CIRCUMSTANCES, YOU WILL NOT BE HIRED OR WILL BE TERMINATED IMMEDIATELY.

Staff/Principal Software Engineer - South America Hey there! We are _, AI for Financial Advisors. Jump’s mission is to empower financial advisors, firms, and clients to thrive in the age of AI with smarter workflows, deeper insights, and enterprise-grade security and compliance. Jump leads its category in market share, customer satisfaction, and analyst rankings, and is rapidly growing Jump was launched in 2023 by repeat entrepreneurs and is led by a team with backgrounds from Harvard, Stanford, Google, Snowflake, _, JPMorgan, Fidelity, Bain, EY, Bain Capital Ventures, Auditboard, Nitrogen, and more. What is the job? To succeed in this role, you should have at least 6 years of professional software engineering experience. The details of your tech background don’t matter as much as your ability to approach problems with curiosity and good judgment. We want people who can adjust when priorities shift and who see every new challenge as a chance to learn. Just as importantly, we value clear and respectful communication — the kind that involves both listening to feedback and offering it thoughtfully to help the whole team grow. In our culture, setbacks aren’t about blame, they’re about collaboration, problem-solving, and moving forward together. If you don't have experience with everything in our tech stack still apply! We are willing to teach the right candidates and get them up to speed. Our tech stack is Elixir, Liveview, Postgres, Github, k8s & Terraform on Google Cloud. This role pays $70/hr and is for global software engineering contractors. You can work any hours from anywhere. Our code is clean, well tested, well architected and fun to work in. You’ll love how quickly you can ship stuff! What is the hiring process? We have a 4 step hiring process and it takes about a week. First, you’ll be invited to a quick screening call Second, you’ll be invited to a quick coding challenge Third, if your code looks good, our final step is a short chat with our CTO Finally, you'll be invited to a trial week to work with our team Our Culture We have a rigorous hiring process yet a kind and encouraging culture. We hire for a mix of experience, aptitude & attitude. We are a family-first company, so we work smart and hard but not round the clock at the expense of family. Other info: We buy the subscriptions you need (_, ChatGPT, etc) We’re a small and efficient dev team We’re growing gangbusters. All revenue-backed, super low churn. Raised a $80M Series-B $30-$70/hour depending on experience HQ based in SLC, Utah You can work any hours (aiming for 3 hours overlapping HQ's hours) from anywhere outside of the United States Jump’s mission is to empower financial advisors and their clients to thrive in the age of AI. Jump’s primary product is an AI assistant helping financial advisors with their client meeting cycle and other workflows. Jump’s product is expanding to include many other advisor workflows, as well as into other finserv verticals. Jump leads its category in market share, customer satisfaction, and analyst rankings, and has grown rapidly. Jump customers include leading independent broker dealers such as LPL, Osaic, Raymond James, and Cetera, and leading RIAs including Focus Financial, Merit, Savant, Allworth, Sanctuary Wealth, Integrated Partners, and more. Jump was launched in 2023 by repeat entrepreneurs and is led by a team with backgrounds from Harvard, Stanford, Google, Snowflake, _, JPMorgan, Fidelity, Bain, Bain Capital Ventures, Auditboard, Nitrogen, and eMoney. Jump is a Series A company backed by top venture capital firms and industry strategics including Battery, Sorenson, Pelion, and Citi. Jump’s team values are High Velocity, World Class, and Direct + Kind + No Drama. Please consider joining us in our work to transform the client and advisor / rep experience in financial services by delivering cutting edge, practical, compliant AI technology to help those who help safeguard the financial future of everyday people everywhere *Note candidates must wait at least six months before re-applying for the same role. Candidates who apply sooner will be disqualified from the hiring process.

This is a remote position but we are seeking employees based in Florida, Georgia, Maine, Ohio, and Texas. Check Off Your List (COYL) is hiring a remote part-time Executive Assistant to support our exponential growth. COYL provides highly trained, remote professionals in bookkeeping, executive assistance, human resources, marketing, web design, and IT Support on a pay-what-you-need model so our clients can focus on what matters most – their business. We work remotely, but we stay connected through Zoom meetings and Teams. Enjoy the best of both worlds - work from home without the isolation! This is a remote position (seeking employees based in Florida, Georgia, Maine, Ohio, Texas) reporting to the Manager of the executive assistant team. This role will start at 20+ hours a week and can quickly grow from there. Objectives of the Role: • Assist clients as directed, • Maintain client relations and refine internal processes that support COYL and clients, • Manage communication between various clients’ upper management and employees, liaising with internal and external executives on projects and tasks, • Plan and orchestrate work to ensure the client’s priorities are met, organizational goals are achieved, and best practices are upheld Daily and Monthly Responsibilities (dependent on client needs): • For real estate/ business broker clients, • Contract-to-Close Management: Supervise administrative aspects of home buyer and seller transactions from executed purchase agreement to closing., • Documentation & Compliance: Review contracts, disclosures, and addendums for accuracy and submit to the broker for file compliance., • Liaison Communication: Act as the primary contact between agents, clients, lender, title officer, and inspectors to ensure a smooth, timely closing process., • Deadline Tracking: Monitor and track all contingency deadlines, including inspection periods, loan approval dates, and appraisal contingencies., • Escrow & Title Support: Open escrow, manage earnest money deposits, and ensure all escrow documents are complete., • System Maintenance: Input client information into CRM and transaction management software (e.g., DocuSign, SkySlope, Dotloop), • Other tasks as needed, • For all clients, • Manage the professional and personal needs for various clients, • Track detailed records in timekeeping system, • Coordinate complex scheduling and extensive calendar management, as well as management of content and flow of information to our virtual clients’ senior executives, • Manage, coordinate, and arrange our virtual client’s travel and travel-related activities, including hotel booking, transportation, and meals, • Perform administrative and office support, such as typing, dictation, spreadsheet creation, faxing, and maintenance of filing system and contact database, • Maintain professionalism and strict confidentiality with all materials, and exercise discretion when interfacing with various clients and our company, • Organize client communications, • Answer phones for clients and relay messages, • Plan client events, • Respond to all requests within a maximum of 4 business hours, • Navigate priorities while multi-tasking, • All other tasks as needed Skills and Qualifications • 4 years of experience in an administrative role reporting directly to senior management, • Experience in real estate support, • Experience supporting brokers, • Superb written and verbal communication skills, • Strong time-management skills and the ability to organize and coordinate multiple projects, • Proficiency in Microsoft Office and other office productivity tools, with aptitude to learn new software and systems, • Flexible team player willing to do what it takes to get the job done; adaptable and enjoys a challenge, • Ability to keep various companies’ confidences, • Promptness and a motivated self-starter, • Confident and professional phone presence, • Available to help with urgent requests Preferred Qualifications • Experience developing internal processes and filing systems, • Associates or above degree in administration; or equivalent experience, • Knowledge of CRM such as Active Campaign, Zoho, pipedrive, etc. Schedule: • Monday to Friday, • Part-time with the potential to grow to full-time

Title - Product Marketing, Director Reports To - Director, Product Marketing Location - Draper, UT / Park City, UT or Remote We’re looking for a Sr Product Marketing Manager to own our market positioning and go-to-market strategy for our enterprise segment. This role is responsible for defining our value proposition, crafting compelling narratives, and ensuring our product's story drives measurable adoption and revenue impact. You’ll lead product launches, develop sales enablement playbooks, and bring structure, prioritization, and repeatability to our messaging frameworks, while helping us accelerate adoption across the largest financial services organizations globally. This role sits at the intersection of Product, Sales, and Marketing, and will be measured by win rates, product adoption, and market share, not just feature releases. What you’ll do Own market strategy & positioning Define and evolve our ICP (Ideal Customer Profile) and buyer personas through deep market research and customer interviews. Position our platform with an eye towards enhancing our competitive differentiation and value proposition Partner with product management to define our roadmap based on competitive intelligence, market sizing, and customer research. Lead Go-To-Market (GTM) execution Own the end-to-end GTM strategy for relevant new product launches, feature updates, and market expansions. Execute our "launch playbook" to ensure consistency and impact across all internal and external channels. Define and evolve pricing and packaging for your product area Drive sales enablement Equip the sales team with battlecards, pitch decks, and case studies that accelerate the sales cycle and improve win rates. Partner with Sales and RevOps to analyze win/loss data, identifying gaps in our narrative or product-market fit. Train customer-facing teams on new messaging to ensure a unified voice in the market. Shape campaign strategy Align with Demand Gen to ensure campaign offers and content are rooted in strong product positioning. Work closely with Content Marketing to produce high-authority thought leadership that builds brand credibility. Act as the "voice of the customer" in executive GTM planning and forecasting for your business line. GTM success as measured by pipeline attainment and win rate improvement Aligned GTM and product launch plan in partnership with product Data-driven insights into competitive differentiation Strong trust and alignment with sales & product teams Highly capable, small team that you have hired Repeatable GTM playbooks that scale 3-5 years of experience in B2B product marketing Proven track record of strategic impact and revenue growth in a Enterprise SaaS company Hands-on experience with AI tools Strong ability to partner with product on roadmap and product strategy Experience building and motivating high performing teams Familiarity with PLG or hybrid sales motions This is a high-impact role at a critical stage of growth. The right person will be a key leader in our marketing organization. About Jump Jump’s mission is to empower financial advisors and their clients to thrive in the age of AI. Jump’s primary product is an AI assistant helping financial advisors with their client meeting cycle and other workflows. Jump’s product is expanding to include many other advisor workflows, as well as into other finserv verticals. Jump leads its category in market share, customer satisfaction, and analyst rankings, and has grown rapidly. Jump customers include leading independent broker dealers such as LPL, Osaic, Raymond James, and Cetera, and leading RIAs including Focus Financial, Merit, Savant, Allworth, Sanctuary Wealth, Integrated Partners, and more. Jump was launched in 2023 by repeat entrepreneurs and is led by a team with backgrounds from Harvard, Stanford, Google, Snowflake, _, JPMorgan, Fidelity, Bain, Bain Capital Ventures, Auditboard, Nitrogen, and eMoney. Jump is backed by top venture capital firms and industry strategics including Battery, Sorenson, Pelion, and Citi. Jump’s team values are High Velocity, World Class, and Direct + Kind + No Drama. Please consider joining us in our work to transform the client and advisor / rep experience in financial services by delivering cutting edge, practical, compliant AI technology to help those who help safeguard the financial future of everyday people everywhere. Compensation $160K - $190K Equity Medical, dental, vision benefits 401k available

We’re _! AI For Financial Advisors If you know Elixir (or would be excited to learn it!) and the following sounds fun to you, please come help us build an awesome product & company! We have an efficient hiring process that takes about a couple of weeks from when you apply to when you receive an offer! Interview Process A 30 minute live coding exercise A paid trial week where you build a feature we really need, attend our morning team meeting and meet team members. Required Qualifications Experience & Technical Expertise Candidates should have at least 12 years of software development experience, with a minimum of 5 years in senior or staff-level engineering roles. Deep expertise in at least one major programming language and ecosystem is essential, along with broad knowledge across multiple languages, frameworks, and architectural patterns. Experience designing and operating distributed systems at scale is required, including understanding of microservices, event-driven architectures, and cloud-native patterns. System Design & Architecture Demonstrated experience architecting large-scale systems that handle significant traffic, data volumes, or complexity is crucial. This includes expertise in areas such as API design, data modeling, system integration, performance optimization, and reliability engineering. You should be comfortable making architectural trade-offs and articulating the reasoning behind technical decisions to both technical and non-technical stakeholders. Leadership & Communication Strong written and verbal communication skills are essential for this role. You must be able to create clear technical documentation, present complex ideas to diverse audiences, and facilitate productive technical discussions. Experience leading technical initiatives across multiple teams, influencing without direct authority, and building consensus around technical decisions is required. Here’s all the stuff engineers want to know All Elixir/Phoenix/LiveView with relatively few dependencies About 30 integrations with a consistent client interface, all based on Tesla (Finch adapter) Consistent patterns across the codebase The latest LiveView and LiveView features Tailwind for styling, default esbuild for js Distributed elixir with libcluster (k8s adapter) Liveview tests, wallaby for e2e tests when js is involved A super powerful and interconnected admin interface so it’s very easy to debug problems and collaborate Great logging and observability with GCP logging, appsignal, Prometheus, grafana, etc Github (rebase merge and squash) One review is required to merge The author has complete responsibility and authority of their code. No gatekeeping. Requires being a good citizen We move extremely fast. Many bug fixes and small features every day. A big feature typically started and shipped in a few days. Automatic staging environments for every PR Seeking founder-minded devs who are self-driven and want to come in, understand the business and customers and take initiative to do the right things Hammox for testing. Only a few mocks for the very boundaries of the app (MockHTTP, MockTime, etc) We do a ton of cutting-edge stuff with LLMs (OpenAI and Anthropic) and have a robust framework for routing prompts to different models and testing new prompts/models. We use prompt caching, JSON mode, function calling, assistants, etc Host our own embeddings with pgvector We do some Rust/Rustler stuff, C/NIF stuff We use the adapter pattern a lot. It’s really easy to add new integrations. Absinthe for GraphQL (for mobile apps) All infrastructure is in terraform. Everything. Github, cloudflare, etc. If there’s a provider we use it. We’re hosted on GCP, k8s on GKE, all configured in Terraform. No YML. Postgres 15 on Cloud SQL. One read replica but we can add more easily. SOC 2 with Vanta We’re a small and efficient dev team We’re growing gangbusters. All revenue-backed, super low churn. Raised a $20M series-A a few months ago Health/Dental/Vision insurance 401k (no match right now) Take the time you need PTO (4 weeks-ish, but we don’t keep track) $150k-$260k depending on experience Based in SLC, Utah Fully remote OK (must reside in the USA). We’d like it if you’d fly in occasionally to get to know you. Workday must overlap by at least 3 hours with Denver, CO, USA Must be a resident of United States Jump’s mission is to empower financial advisors and their clients to thrive in the age of AI. Jump’s primary product is an AI assistant helping financial advisors with their client meeting cycle and other workflows. Jump’s product is expanding to include many other advisor workflows, as well as into other finserv verticals. Jump leads its category in market share, customer satisfaction, and analyst rankings, and has grown rapidly. Jump customers include leading independent broker dealers such as LPL, Osaic, Raymond James, and Cetera, and leading RIAs including Focus Financial, Merit, Savant, Allworth, Sanctuary Wealth, Integrated Partners, and more. Jump was launched in 2023 by repeat entrepreneurs and is led by a team with backgrounds from Harvard, Stanford, Google, Snowflake, Bill.com, JPMorgan, Fidelity, Bain, Bain Capital Ventures, Auditboard, Nitrogen, and eMoney. Jump is a Series A company backed by top venture capital firms and industry strategics including Battery, Sorenson, Pelion, and Citi. Jump’s team values are High Velocity, World Class, and Direct + Kind + No Drama. Please consider joining us in our work to transform the client and advisor / rep experience in financial services by delivering cutting edge, practical, compliant AI technology to help those who help safeguard the financial future of everyday people everywhere

Responsive recruiter Company: Tag Lending Group, LLC Employment Type: W-2 Only Location: Remote or In-Market Presence | Must Fund $3M+/Month Compensation: High-Yield Model – No Broker Splits | Full Back-End Support We Don’t Just Originate, We Automate. Let’s TAG TEAM This Deal. We Don’t Just Originate, We Automate. Let’s TAG TEAM This Deal. At Tag Lending Group, you’re not just launching a branch, you own your region inside a system built to scale with automation, close in record time, and maximize margin. We are a true Wholesale Non-Delegated Lender, not a broker platform or diluted retail channel. With access to 60+ investors, contract pricing power, and a back-end support model that rivals Wall Street, you’re stepping into a lane few lenders even touch. And yes, we are certified HubSpot partners, giving you access to the most advanced CRM/CMS platform in the nation. Why This Is Not Just Another Branch Job You will lead at a level few lenders ever reach. With direct access to 60+ wholesale investors, full pricing control, best-in-class tech tools, and automation-born workflows, our system empowers you to build a high-margin, scalable branch with no limits. Our Competitive Advantage? 1. Access to over 60 wholesale investors – no overlays, no rate wars, just flexibility to win2. Exception pricing available through our investor network, You’ll NEVER Lose a deal again!3. Same-day approvals, 14-day closings from submission to CTC4. Proprietary Roadmap to Homeownership™ for a frictionless borrower experience5. Pre-underwriting, setup, and contract processing support included6. We provide weekly cheat sheets for Realtors, and we help build a Realtor database for you, 2. Yield more on every loan, Tag delivers 40 to 150 Basis Point advantage over brokers and direct lenders., 3. Weekly playbooks and live coaching from producers who’ve closed $100M+, 4. Certified HubSpot Partner – your CRM, CMS, and automation is built with the #1 AI-driven platform in the country10. Total pricing flexibility: we DO NOT lose deals11. $299 per month covers everything: • HubSpot Enterprise CRM/CMS, • Arive LOS, • Slack Pro, • Box Cloud, • Virtual Assistant support (automated text, email, follow-up) What You Get HubSpot Enterprise CRM (certified partner level) Roadmap to Homeownership™ system • Pre-Underwriting & Contract Processing, • Arive LOS fully integrated, • Slack, Box, and all team communication tools, • Virtual Assistants + Automation Engine, • Weekly $100M+ Producer Coaching + Realtor Cheat Sheets Full Licensing Coverage: FL, SC, TN, TX, GA, MI, NM, NJ, CT, PA What You’ll Do • Build and manage a $1M+ per month branch, • Recruit and lead your own LO team or region, • Plug into TAG’s full platform and systems infrastructure Sell our model to Realtors and referral partners • Deliver speed, service, and tech that brokers and retail can’t match, • Expand your reach with turnkey back-end support Compensation Plan 180 BPS on self-generated business 100 BPS on company-provided leads 70 percent of net on DSCR, Fix & Flip, and commercial • Paid on time, structured for scale, compliant across all state and federal requirements · No broker splits, no middlemen, no retail overhead · Competitive Comp Plans Up to 450 BPS Our branch managers benefit from aggressive, performance-based compensation structures, with the ability to stay competitive on pricing. Actual earnings vary based on volume, product mix, and licensing. Contact us for a personalized breakdown. Your Responsibilities • Lock and structure deals inside Arive, • Manage all lead activity and follow-up inside HubSpot CRM, • Use AI automation to drive follow-through with Realtors and borrowers, • Communicate with your ops team through Slack, • Close clean files using our 14-day workflow, • Handle Conventional, FHA, VA, USDA, Jumbo, Non-QM, DSCR, and Private lending programs, • Build your own book, your own systems, and your own Realtor referral machine, we help you set it all up Requirements • Active NMLS license (good standing), • Minimum 2 years of origination experience, • Minimum production of $1M per month/MLO, • Working knowledge of multiple loan products, • Strong follow-up and CRM discipline, • Tech fluency in Arive, HubSpot, Slack, Box, and Outlook · Solid follow-up discipline (we expect 8/10 or higher) · Must be proficient with digital systems including HubSpot, Arive, and Slack · Experience with purchase business preferred Where We’re Licensed · We are currently licensed in: · Lender: FL, SC, TN, TX, GA, MI, NM · Broker: NJ, CT, PA, NC Why TAG is Built Different • We are certified partners with HubSpot, the #1 CRM and CMS in the country, fully integrated into your daily workflow., • Our automation reduces man-hours by over 60 percent! THE FUTURE IS DIRECT TO CONSUMER, HENCE AMAZON!, • You don’t chase documents, our system handles it, • You don’t operate alone, our back-end team is always live, • You don’t compete against retail, you outperform it, • Your clients and Realtors will never get a better experience anywhere else, with our Red-Carpet treatment, Again Amazon, CLICK, CLICK, DELIVERD SAME-DAY! This is where the industry’s future is being built. You can keep playing defense with outdated comp plans, disconnected systems, and bottlenecked approvals — or you can lead the future. Our Core Beliefs We don’t wait for the industry to change, we build the future ourselves. We're not another retail lender; we're the Amazon of mortgage lending. Click. Click. Closed. Just like Amazon Click. Click. Delivered Same-Day! Ready to Apply? Follow These Steps Step 1: Watch this short video introduction 👉 _ Step 2: Complete the hiring assessment 👉 _ Step 3: Learn how we operate before speaking to our CEO 👉 _ Let’s TAG TEAM This Deal. Apply today and get the platform you’ve always deserved. This is a remote position. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. About Tag Lending Group Tag Lending Group is one of Florida’s fastest-growing and most forward-thinking mortgage companies. We’re not just here to close loans—we’re here to change how the mortgage industry thinks about productivity, technology, and client experience. We don’t just originate—we automate. At Tag, our mission is to simplify and elevate the path to homeownership through our proprietary AI Mortgage Solutions Platform. We guide every borrower step-by-step, creating a personalized Roadmap to Homeownership that brings clarity, confidence, and speed to the process. How We Empower Loan Officers We believe great Loan Officers should be focused on relationships, not chasing paperwork. That’s why we give our MLOs the tools to work smarter, scale faster, and convert more. Here’s how we do it: • Smart Automation: From lead nurturing to status updates, our systems keep borrowers engaged and moving, so MLOs can stay focused on closing, not chasing., • AI-Powered Structuring: Instantly pre-underwrite deals using intelligent logic that flags issues before they hit underwriting, reducing back-and-forth and speeding up the pipeline., • Database Activation: Revive old leads and overlooked contacts with built-in campaigns that wake up your pipeline, and your commissions., • Guided Borrower Journeys: Every lead gets their own AI-driven Roadmap, empowering you to be their trusted advisor, not just a loan rep., • Performance Dashboards: Real-time metrics, deal tracking, and transparency across every stage, because what gets measured gets closed. Why Join Us If you're ready to break free from the traditional 9-to-5 grind and plug into a system designed to multiply your production, Tag Lending Group is your next move. We're a tech-enabled, people-powered team. Whether you're a solo MLO looking to level up or a branch leader ready to scale with speed, we're ready to TAG TEAM this deal with you.

Reports To - Parker Ence (Cofounder & CEO), Tim Chaves (Cofounder & COO) Location - Draper, UT About the Role We’re looking for an experienced, world-class Executive Assistant / Office Manager who will dramatically increase the productivity, effectiveness, and leverage of Jump’s cofounders while ensuring our office and team operations run flawlessly. This is a high-impact role. You will be the operational “force multiplier” for the CEO and COO, a culture carrier for the team, and the person ensuring Jump’s office environment runs smoothly every day. Results you will deliver: CEO/COO Productivity: 15-20% lift in available strategic/discretionary time for cofounders. Identify and remove recurring friction points. Take on administrative tasks. CEO/COO Effectiveness: Ensure 100% prep and “bulletproof” follow up for cofounder internal and external interactions and operational priorities. Team Coordination & Event Support: Help coordinate high quality team meetings (all-hands, onsites, culture events, internal communications) with glowing internal feedback, on budget. About You You want to have real impact helping to build a fast-paced, growth-stage AI software company serving financial advisors and other finserv professionals, while building Jump into an exceptional company where top talent loves to work You understand what it means to work at an early stage tech company and are super excited about the related opportunities and challenges You can read the founders’ minds and know what they will want done next even before they do You uphold the utmost confidentiality in handling sensitive information You are a top performer and only want to work with other top performers You embody values of High Velocity, World Class, and Direct / Kind / No Drama - your colleagues would say that you get an intense amount done in a day at a high quality level with off the charts EQ You are a skilled communicator, both verbal and written, and you take pride in the accuracy of your work You are the most organized person you know You are a great internal and external representative of your company - cool under stress, positive impact everywhere, same day responsive Experience We Are Looking For 3-10 years experience as an EA supporting tech founders, CEOs, or similar. Strongly Preferred: Experience in a growth stage startup or other high-growth environment Jump’s mission is to empower financial advisors and their clients to thrive in the age of AI. Jump’s primary product is an AI assistant helping financial advisors with their client meeting cycle and other workflows. Jump’s product is expanding to include many other advisor workflows, as well as into other finserv verticals. Jump leads its category in market share, customer satisfaction, and analyst rankings, and has grown rapidly. Jump customers include leading independent broker dealers such as LPL, Osaic, Raymond James, and Cetera, and leading RIAs including Focus Financial, Merit, Savant, Allworth, Sanctuary Wealth, Integrated Partners, and more. Jump was launched in 2023 by repeat entrepreneurs and is led by a team with backgrounds from Harvard, Stanford, Google, Snowflake, Bill.com, JPMorgan, Fidelity, Bain, Bain Capital Ventures, Auditboard, Nitrogen, and eMoney. Jump is a Series A company backed by top venture capital firms and industry strategics including Battery, Sorenson, Pelion, and Citi. Jump’s team values are High Velocity, World Class, and Direct + Kind + No Drama. Please consider joining us in our work to transform the client and advisor / rep experience in financial services by delivering cutting edge, practical, compliant AI technology to help those who help safeguard the financial future of everyday people everywhere

Responsive recruiter Mortgage Loan Officer – Wholesale Non-Delegated Lender Company: Tag Lending Group, LLC Location: Remote (Nationwide) Employment Type: W-2 Only Minimum Production: $1,000,000 funded monthly We Don’t Just Originate, We Automate. Let’s TAG TEAM This Deal. At Tag Lending Group, you’re not just another MLO. You're stepping into a platform built for performance, designed to help you win every deal, work smarter, and scale fast without friction. We give you a large sandbox of 60+ investors, pricing exceptions, direct lending relationships, and automation so dialed in, you’ll wonder how you ever closed loans before. About the Role This is not a retail branch job. It’s a direct pipeline into a non-delegated lending platform with pricing control, investor flexibility, and speed to close. If you're tired of bloated operations, capped comp, or fighting over rates, this is where you reset the game. Tag Lending Group gives you access to over 60 investors, full back-end support, automation that works for you, and tech that doesn’t just sit there, it closes deals. Why Join Us? 1. Access to over 60 wholesale investors – no overlays, no rate wars, just flexibility to win, 2. Exception pricing available through our investor network, You’ll NEVER Lose a deal again!, 3. Same-day approvals, 14-day closings from submission to CTC, 4. Proprietary Roadmap to Homeownership™ for a frictionless borrower experience, 5. Pre-underwriting, setup, and contract processing support included, 6. We provide weekly cheat sheets for Realtors, and we help build a Realtor database for you, 7. Yield more on every loan, Tag delivers 40 to 150 Basis Point advantage over brokers and direct lenders., 8. Weekly playbooks and live coaching from producers who’ve closed $100M+, 9. Certified HubSpot Partner – your CRM, CMS, and automation is built with the #1 AI-driven platform in the country, 10. Total pricing flexibility: we DO NOT lose deals, 11. $299 per month covers everything: • HubSpot Enterprise CRM/CMS, • Arive LOS, • Slack Pro, • Box Cloud, • Virtual Assistant support (automated text, email, follow-up) Compensation Plan 180 BPS on self-generated business (This is up to 225BPS depending on your Company Margin Agreement each quarter) 100 BPS on company-provided leads 70 percent of net on DSCR, Fix & Flip, and commercial • Paid on time, structured for scale, and compliant across all state and federal requirements Your Responsibilities • Lock and structure deals inside Arive, • Manage all lead activity and follow-up inside HubSpot CRM, • Use AI automation to drive follow-through with Realtors and borrowers, • Communicate with your ops team through Slack, • Close clean files using our 14-day workflow, • Handle Conventional, FHA, VA, USDA, Jumbo, Non-QM, DSCR, and Private lending programs, • Build your own book, your own systems, and your own Realtor referral machine, we help you set it all up Requirements • Active NMLS license (good standing), • Minimum 2 years of origination experience, • Minimum production of $1M per month, • Working knowledge of multiple loan products, • Strong follow-up and CRM discipline, • Tech fluency in Arive, HubSpot, Slack, Box, and Outlook · Solid follow-up discipline (we expect 8/10 or higher) · Must be proficient with digital systems, including HubSpot, Arive, and Slack · Experience with purchase business preferred Where We’re Licensed: · We are currently licensed in: · Lender: FL, SC, TN, TX, GA, MI, NM · Broker: NJ, CT, PA, NC Why TAG is Built Different • We are certified partners with HubSpot, the #1 CRM and CMS in the country, fully integrated into your daily workflow., • Our automation reduces man-hours by over 60 percent! THE FUTURE IS DIRECT TO CONSUMER, HENCE AMAZON!, • You don’t chase documents; our system handles it, • You don’t operate alone; our back-end team is always live, • You don’t compete against retail, you outperform it, • Your clients and Realtors will never get a better experience anywhere else, with our Red-Carpet treatment, Again Amazon, CLICK, CLICK, DELIVERED SAME-DAY! Our Core Beliefs We don’t wait for the industry to change; we build the future ourselves. We're not another retail lender; we're the Amazon of mortgage lending. Click. Click. Closed. Just like Amazon Click. Click. Delivered Same-Day! Ready to Apply? Follow These Steps Step 1: Watch this short video introduction 👉 Step 2: Complete the hiring assessment 👉 _ Step 3: Learn how we operate before speaking to our CEO 👉 _ _ Let’s TAG TEAM This Deal. Apply today and get the platform you’ve always deserved. This is a remote position. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. About Tag Lending Group Tag Lending Group is one of Florida’s fastest-growing and most forward-thinking mortgage companies. We’re not just here to close loans—we’re here to change how the mortgage industry thinks about productivity, technology, and client experience. We don’t just originate—we automate. At Tag, our mission is to simplify and elevate the path to homeownership through our proprietary AI Mortgage Solutions Platform. We guide every borrower step-by-step, creating a personalized Roadmap to Homeownership that brings clarity, confidence, and speed to the process. How We Empower Loan Officers We believe great Loan Officers should be focused on relationships, not chasing paperwork. That’s why we give our MLOs the tools to work smarter, scale faster, and convert more. Here’s how we do it: • Smart Automation: From lead nurturing to status updates, our systems keep borrowers engaged and moving, so MLOs can stay focused on closing, not chasing., • AI-Powered Structuring: Instantly pre-underwrite deals using intelligent logic that flags issues before they hit underwriting, reducing back-and-forth and speeding up the pipeline., • Database Activation: Revive old leads and overlooked contacts with built-in campaigns that wake up your pipeline, and your commissions., • Guided Borrower Journeys: Every lead gets their own AI-driven Roadmap, empowering you to be their trusted advisor, not just a loan rep., • Performance Dashboards: Real-time metrics, deal tracking, and transparency across every stage, because what gets measured gets closed. Why Join Us If you're ready to break free from the traditional 9-to-5 grind and plug into a system designed to multiply your production, Tag Lending Group is your next move. We're a tech-enabled, people-powered team. Whether you're a solo MLO looking to level up or a branch leader ready to scale with speed, we're ready to TAG TEAM this deal with you.

Strategic Risk Solutions Inc. (SRS), the world’s largest independent insurance company manager, is growing and looking for a driven and strategic Assistant Vice President to join Garnet Captive – our division that administers group captive programs. This sales position will be responsible for working with new and existing insurance agencies to educate and deliver on group captive products to their clientele. Remote position preferably located in Mountain Standard Time state. • Create and execute business strategies for expansion of existing captive programs, • Establish long-term agency relationships and ensure success of existing programs with a chief focus on continuous growth, • Effectively communicate captive participation and the value proposition of captive programs, • Review new business submissions and related underwriting data to develop quotes with carrier and vendor partners, • Deliver effectively in a variety of presentation settings; formal, one-on-one, small and large groups, with peers, and leaders, • 3+ years of proven commercial lines experience; Property & Casualty, • Established commercial broker relationships are strongly preferred, • Ability and drive to foster new agency relationships, • Performs work accurately and to the best of their ability, capable of problem solving, • Desire to learn and grow in a dynamic team and provide feedback, • Travel required; percentage dependent on location of candidates’ home office About Strategic Risk Solutions SRS is the world’s largest independent insurance company manager. With over 25 years of experience, SRS provides management and consulting services to a wide range of insurance company entities, from single parent captives to complex commercial insurers and reinsurers. SRS has operations in the United States, Canada, Europe, Barbados, Bermuda, Cayman Islands, Latin America, and South Africa. Garnet Captive Services, LLC was founded in 2002 with the goal of providing causality insurance solutions for mid-sized employers. Garnet Captive partners with an established network of high-quality insurance agents to deliver comprehensive group captive solutions covering workers’ compensation, commercial auto, and general liability. Since 2002, Garnet’s group captive programs have been incredibly successful in reducing premiums, stabilizing cost, and providing control of employers’ insurance programs. Offering a competitive salary and a comprehensive benefits package including life, medical, dental, 401k, and tuition reimbursement, SRS strives to provide every employee with opportunities for rewarding growth and advancement in an environment of genuine equity and inclusion. SRS’ dedication to its people has established a company-wide network of colleagues committed to each other’s, as well as the Company’s, success. EOE For more information on SRS, please visit _ For more information on Garnet, please visit _

Please Note: This is a remote position available in the state listed on this job. Additionally, employment with BambooHR is contingent on passing both a background and credit check. Essential Job Duties At BambooHR, we’re building a modern partner ecosystem designed to accelerate growth, expand market reach, and create meaningful value for customers. We’re looking for a senior, strategic leader to own and scale our Broker Partnerships motion — transforming it into a durable, high-performing revenue channel. This is not a maintenance role. We’re seeking a true builder: someone who understands the nuances of the broker landscape, can create and execute a long-term channel strategy, and knows how to turn relationships into repeatable revenue. You’ll lead both strategy and execution, partnering cross-functionally across Sales, Marketing, Product, and Operations while building a scalable team and broker program from the ground up. The ideal candidate brings deep HCM expertise, strong broker ecosystem experience, operational rigor, and the executive presence to influence both internally and externally at the highest levels. You will: Own & Scale the Broker Channel Strategy • Define and execute the long-term vision and GTM strategy for BambooHR’s broker partnerships ecosystem, • Build and scale a high-impact broker channel that drives meaningful pipeline and revenue contribution, • Establish the operational framework, segmentation strategy, and partner engagement model needed for sustainable growth, • Own channel-sourced pipeline, revenue performance, forecasting accuracy, and overall channel health, • Develop KPIs, reporting frameworks, and executive-level business reviews to measure success and guide investment decisions, • Continuously evaluate market opportunities, broker trends, and competitive dynamics to evolve the strategy over time Build Executive-Level Broker Relationships • Identify, recruit, and onboard strategic broker firms and high-value partners across key markets, • Develop trusted relationships with executive stakeholders at top brokerages and consulting firms, • Position BambooHR as a preferred HCM partner within the broker ecosystem, • Drive long-term partner engagement, retention, and strategic alignment, • Negotiate and influence partnership structures that create mutual growth opportunities Lead & Develop a High-Performing Team • Build, lead, and scale a team responsible for partner acquisition, enablement, and growth, • Hire, coach, and develop high-performing channel and relationship leaders, • Create clear operating rhythms, accountability measures, and performance expectations tied to pipeline, productivity, and revenue outcomes, • Foster a culture of ownership, collaboration, strategic thinking, and execution excellence Drive Revenue Performance & Pipeline Growth • Create a predictable, scalable partner-sourced pipeline engine, • Partner closely with Sales leadership to ensure strong conversion and alignment on broker-sourced opportunities, • Lead forecasting, pipeline inspection, and revenue planning for the broker channel, • Improve partner contribution to overall company revenue mix through strategic initiatives and operational discipline, • Ensure partners are effectively enabled to position, influence, and accelerate BambooHR opportunities Operate as a Cross-Functional GTM Leader • Partner with Marketing to develop broker-specific campaigns, field events, enablement, and co-marketing initiatives, • Collaborate with Product, Operations, and Revenue teams to align solutions and processes to broker and customer needs, • Influence pricing strategy, packaging, and positioning for partner-led deals, • Serve as the internal voice of the broker channel, advocating for partner and customer needs while shaping broader GTM strategy What We’ll Love About You • 10+ years of experience in channel sales, partnerships, broker ecosystems, or indirect GTM leadership roles, • Strong broker background REQUIRED — including experience working with benefits brokers, consultants, or broker-led sales models, • Deep expertise in HCM, HR tech, payroll, or adjacent SaaS industries, • Proven track record of:, • Building and scaling broker or indirect sales channels, • Owning pipeline, forecasting, and revenue targets, • Leading and developing high-performing teams and leaders, • Creating operational rigor within partner organizations, • Driving executive-level strategic partnerships, • Strong executive presence with the ability to influence C-level stakeholders internally and externally, • Strategic mindset balanced with operational execution and accountability, • Experience operating in high-growth, evolving environments where building and scaling are equally important What “Great” Looks Like in This Role • The broker channel becomes one of BambooHR’s top revenue-driving motions, • A scalable, predictable partner-sourced pipeline engine is established, • BambooHR develops strategic, long-term relationships with top broker organizations, • The broker ecosystem evolves into a durable competitive advantage for the business, • A high-performing team and repeatable operating model are built — not just individual contributor success, • Cross-functional alignment strengthens the company’s broader go-to-market strategy and execution across partner-led opportunities What You'll Love About Us • A that has been recognized by multiple organizations like, and_, • Comprehensive health, life, and disability insurance, • Generous leave policies that include 4 weeks of vacation, 12 company holidays, parental leave, and volunteer time off so you can enjoy quality of life, • 401k plans with up to 6% company match, • $2000 Paid-Paid Vacation bonus, • EAP through Headspace, • Check out all our_ About Us At BambooHR, we're building something different: we're building a people intelligence platform that transforms HR and sets people free to do great work! We're a proven market leader driving innovation while building lasting success through thoughtful, sustainable growth. Here, you'll find a place that champions growth: both professional and personal, both individual and collective. We invest in potential, giving you the space to stretch your capabilities and turn good ideas into reality while providing the safety net of a supportive, values-driven culture. Our approach combines meaningful work with meaningful lives, offering competitive benefits, professional development, and the flexibility to thrive both in and outside the office. What sets us apart isn't just what we do, but how we do it: with openness, integrity, and a shared commitment to doing the right thing. Join us in creating HR software that makes work better for everyone, while we make work better for you. _ BambooHR is committed to the full inclusion of all qualified individuals and will ensure that persons with disabilities are provided reasonable accommodations throughout the hiring process. If you would like to request accommodations, please let your recruiter know. BambooHR is An Equal Opportunity Employer--M/F/D/V Because our team members are trusted to handle sensitive information, we require all candidates that receive and accept employment offers to complete a background check before being hired. For information on California Privacy Policy, _. Our process utilizes AI as an assistant to efficiently process and analyze candidate data. Recruiters and hiring managers maintain full oversight and accountability, ensuring that all final selection and rejection decisions are human-made and based solely on objective job qualifications. Please see our and for more details. See our _ for details on how BambooHR uses AI in recruiting, how we expect candidates to use AI, and what is not allowed.

Job Description Job Description: Equity Assistant Trader & Operations Administrator Functional Title: Equity Assistant Trader & Operations Administrator Corporate Title: Associate Department: Equity Reports To: Head of Trading (to Head of Equity) Position Summary Manage trade execution, performance measurement, database management and portfolio attribution analysis for the Equity team. Collaborate and liaise with Operations Analyst, Back-Office, Compliance, and other relevant parties for business planning, automation projects and client communications for the Group's clients. Provide administrative support to the equity research analysts and operations analyst to ensure accurate trading activity, analysis and reporting. Essential Duties & Functions • Manage the processing and settlement of trades according to trading & operations guidelines and standards., • Assess, interpret, and report on market practices and developments as they pertain to trading., • Execute trades within guidelines with a focus on quality of trade execution in compliance with legal and regulatory requirements., • Complete all trades in a timely manner in collaboration with Operations, broker/dealers and Back-Office. Ensure compliance with Tokyo's zero-tolerance policy for trade errors. • Communicate and collaborate with various front, middle, and back-office teams to ensure accuracy and completeness of trades and reporting., • Fulfill daily, weekly and monthly reporting requirements., • Collaborate with IT to develop and implement automation projects. Experience & Qualifications • Bachelor's degree in Finance, Economics, a related field or equivalent work experience., • At least 3-4 years of experience in financial services, including at least 1-2 years within a trading environment., • Prior experience in equities, market analysis, equity trading, fund management or portfolio administration., • A solid understanding of equity and financial markets is required., • Strong command of MS Office software and advanced Excel; proficiency with Bloomberg required., • VBA skills are desirable, along with experience with SQL, BQuant, etc., • Ability to effectively prioritize work in a real-time environment. Compensation & Others Expected Annual Base Salary: $100,000.00 - $110,000.00. Work Hours: 8:30 AM - 5:00 PM, with flexibility to work additional hours as needed. Equal Opportunity Employer: The Company is an Equal Opportunity Employer that does not discriminate on the basis of race, color, religion, sex, or any other characteristic protected by law.

Job DescriptionSalary: $100,000 to $110,000 Functional Title: Equity Assistant Trader & Operations Administrator Corporate Title: Associate Department: Equity Reports To: Head of Trading (to Head of Equity) Overtime Eligible (Y/N): N (Exempt) Position Summary: Manage trade execution, performance measurement, database management and portfolio attribution analysis for Equity team. Collaborate and liaise with Operations Analyst, Back-Office, Compliance, and other relevant parties for business planning, automation projects and client communications (Nippon Life Group).Provide administrative support to the equity research analysts and operations analyst to ensure accurate trading activity, analysis and reporting. Essential Duties/Function: • Manage the processing and settlement of trades according to trading & operations guidelines and standards. Assess, interpret, and report on market practices and developments as they pertain to trading. Recommend and advise on any changes or improvements necessary., • Responsible for fund performance measurement & allocation. Monitor and track portfolio cash positions. Maintain up-to-date performance and ratings data., • Execute trades within guidelines with focus on quality of trade execution in compliance with legal and regulatory requirements.Complete all trades in a timely manner in collaboration with Operations, broker/dealers and Back-Office.Ensure compliance with Tokyos zero-tolerance policy for trade errors., • Communicate and collaborate with the operations analyst, other front, middle and back-office teams to ensure accuracy and completeness of trades, reporting, adherence to compliance requirements etc., • Fulfill daily, weekly and monthly reporting requirements., • Collaborate with operations analyst and IT to develop and implement automation projects., • Miscellaneous duties as assigned. Experience/Qualifications: • Bachelors degree in Finance, Economics, a related field or equivalent work experience., • At least 3-4 years of experience in financial services, including at least 1-2 years within a trading environment., • Prior experience in equities, market analysis, equity trading, fund management or portfolio administration. A solid understanding of equity and financial markets is required. Prior experience in the oversight of databases is desirable. Long-term interest in operations or trading is welcome., • Strong command of MS Office software and advanced Excel; proficiency with Bloomberg and related automated research tools required. Familiarity with AIM a plus; VBA skills are desirable, along with experience with SQL, BQant, etc., • Ability to effectively prioritize work in a real-time environment with strong risk management and compliance awareness., • Strong interpersonal skills to develop and maintain relationships with business units and other operational groups; a flexible team player able to adapt to change and prioritize multiple tasks; happy to step in to support team where/when required., • Extremely detail-oriented, analytical, highly organized team player with strong communication skills and able to quickly identify and resolve discrepancies. Ability to work independently as needed., • Individual must possess sound problem solving and assessment capabilities., • Ability to work 8:30am 5:00PM, with flexibility to work additional hours as needed. The expected annual base salary for this position ranges from $100,000.00-$110,000.00. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus based on qualitative and quantitative performance factors. In addition to a competitive base salary and discretionary bonus eligibility, we offer a generous benefits package* which includes the following: • Medical, Dental, and Vision Insurance Premiums for employees are covered at 100% and premiums for dependents are covered at 70% by the company, • 401k match and Money Purchase Plan (fully company-funded), • Life Insurance fully employer-paid premiums for Basic Life Coverage, • Health Savings Account (HSA) for HDHP participants with annual employer contribution, • Short-Term (including Salary Continuation) and Long-Term Disability Benefits, • Pre-tax Commuter Benefits, • Up to 6 weeks of fully-paid Parental Leave, • Tuition/Education Reimbursement up to $5,250 per year, • Current Hybrid Work Arrangements (3 days in-office), • 11 Paid Holidays in addition to vacation days, floating days and paid sick time, • Employee Assistance Program, • Paid Volunteer Day and group volunteer opportunities, • Matching Gift Donation Program, • Company-sponsored events and weekly lunches, • Free onsite beverages and snacks *The benefits and programs described above are subject to change at any time and may vary based on role, tenure, or other business considerations. Disclaimer: The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. This document is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required by the incumbents. Job responsibilities are subject to change, with or without notice. All employees may be required to perform duties outside of their normal responsibilities at any time at the Companys sole discretion. NLGIA is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, religion, sex, gender (including gender identity and gender expression), national origin, citizenship, immigration status, age, disability, sexual orientation, military or veteran status, genetic information, sexual or other reproductive health decisions, or any other characteristic protected by applicable federal, state or local law. During the application process and, if hired, during employment, I agree to participate (if so requested by the Company and asnot prohibited by applicable law) in testing to determine whether employees are under the influence of controlled drugs orillegal substances. Such tests or examinations will be performed by qualified professionals selected by the Company. This submission of my application attests to the fact that the information that I have provided on my application, resume, given verbally, or providedon any other materials, is true and complete to the best of my knowledge and also constitutes authority to verify any and allinformation submitted on this application. I understand that any misrepresentation or omission of any fact in my application,resume or any other materials, or during any interviews, can be justification for refusal of employment, or, if employed,termination from the Companys employ.The Company or its agents may seek to verify the information on this application. As such, I hereby authorize the Company orits agents to contact any former employer or any representative of any other organization to which I have made reference in thisapplication, and I hereby authorize said employer and/or representative to provide information to the Company on my behalf.I also affirm that I have not signed any kind of restrictive document creating any obligation to any former employer that wouldrestrict my acceptance of employment with the Company in the position I am seeking.I understand that this application is not an employment contract for any specific length of time between the Company and me, and that in the event I am hired, my employment will be at will and either the Company or I can terminate my employment with or without cause and with or without notice at any time. The Company may, at its sole discretion, hold in abeyance or revoke, amend or modify, abridge or change any benefit, policy practice, condition or process affecting its employees. I acknowledge that I have read all of the above statements, and that I understand them.

Job DescriptionBroker Assistant – E&S Wholesale Brokerage | Manhattan Top E&S wholesale brokerage is seeking a Broker Assistant to join our growing team in Manhattan. This is a hybrid role with 3 days per week in the office, supporting our brokers with day-to-day processing and policy administration. Key Responsibilities: • Process binders, endorsements, policies, certificates, and other policy documentation with accuracy and efficiency., • Assist brokers with quote preparation, submission follow-up, and carrier communications., • Handle policy servicing responsibilities throughout the policy term, including renewals and cancellations., • Coordinate with retail agents, carriers, and internal teams to ensure smooth transactions and excellent service., • Maintain organized files and ensure compliance with underwriting and documentation requirements., • Support brokers with administrative tasks and special projects as needed. Qualifications & Skills: • 2-3 years of insurance experience (wholesale brokerage preferred; carrier or retail agency experience also considered)., • Strong understanding of E&S or commercial lines products and processes., • Excellent organizational skills with keen attention to detail., • Strong communication skills and ability to multitask in a fast-paced environment., • Proficiency in Microsoft Office and insurance management systems. What We Offer: • Competitive salary: $80,000 - $100,000 (based on experience), • Hybrid work schedule (3 days in office), • Excellent benefits package, • Opportunity to grow with a leading E&S wholesaler

Job DescriptionAbout Us: New York Edge is the largest provider of after school and summer camp programs in New York City public schools. Each year, programs in academics--including STEM, the arts, sports & wellness, and college access help 40,000 students develop leadership skills and succeed in school. Working parents count on our programs to provide safe and enriching environments for their children. Summary: New York Edge is looking for a Community School Director (CSD) to establish a visible presence within the school building, assuming a strong leadership role throughout the academic school year. Community Schools are a strategy to organize resources and share leadership to integrate social services into the fabric of the schools. Community Schools offer a holistic approach toward improving academic performance driven by strong, collaborative partnerships among principals, parents, teachers and CBOs. Schedule: Full-Time Monday – Friday (Some evenings and weekends required) This job requires you to be in person. Pay: $65,000-$75,000 Salary is commensurate with experience, skills, education, and merit. Location: Bronx, NY Essential Job Functions: Programmatic Oversight ●Accountable for ensuring New York Edge maintains an emotionally and physically safe environment for youth that meets all compliance and safety requirements set forth by the organization, DOE, DOH, funders and applicable labor law. ●Serve as an advisor to the principal, providing leadership for coordinating the work of different partners within the school, and aligning the work of partners with the school faculty including but not limited to organizing and leading CBO providers meetings. ●Work with school leadership to maintain a focus on results and track progress. Ensure that New York Edge is capturing, and analyzing data while functioning in a data driven manner. ●Responsible for recruitment and supervision of dedicated staff that meet the highest standards of qualifications in carrying out the mission of Community Schools and New York Edge. ●Organize and oversee assets and needs assessments and seek input from teachers, school staff, parents and students to determine ongoing needs of students and families. ●Serve as a point person for agencies and programs interested in partnering with the school, and help to broker new partnerships that are aligned with school goals and needs. ●Identify high need students, coordinate with teachers to target interventions, and track and monitor impact of interventions. ●Build relationships and mechanisms to effectively link the school day to expanded learning opportunities. ●Facilitates alliances and partnerships with City agencies and non-profit partners to establish a continuum of services for students. ●Provide training and technical assistance to ensure cultural and linguistic appropriateness of services, programs and communication efforts. ●Support New York Edge, school, and partner agencies with resource management and development, including fund development and grant maintenance. ●Coordinate the allocation of space for student and family support services, and for special events. ●Oversee a combination of program activities including but not limited to expanded learning time, parent family and community engagement, mental health, holiday and Saturday programs and summer activities. Participate in school governance, community school team meetings, and specialized meetings such as attendance meetings. ●Assess students and families’ needs by interpreting attendance policies; working as a team with school administrators to develop prevention/intervention strategies, monitor student progress, and make referrals to appropriate community agencies when necessary. Relationship and Partnership Management ●Cultivates and forges positive relations with Principal, Assistant Principals, school district administrators, teachers, parents and parent coordinators and other key constituents in the community while actively seeking to raise their awareness of the Community School and engage their support in ensuring programmatic quality for the youth we serve. ●Collaborates with all Community School partners on program delivery to align with the goals in relation to student achievement and performance. ●Establishes parent involvement in areas of advocacy, special events, daily operations, education, and trips. ●Promotes the Community School in the community through flier distribution, and attendance at meetings. ●Creates and distributes program updates, attends outreach events and establishes successful communication as the organization’s lead ambassador. ●Identifies and utilizes community resources, including other schools, libraries, community and local government agencies. ● Keeps supervisor informed of pertinent site information, including any challenges in fulfilling responsibilities. Operations ●Ensures the Program is compliant with DOE and DOHMH regulations, timelines and staying abreast of all local, state and federal pandemic management conditions and requirements. ●Monitors and ensures all program compliance, including but not limited to student registration, ratios, attendance tracking, IDs, and online virtual learning. ●Ensures that student attendance information is being properly collected and delivered to the Data Department on a weekly basis. ●Ensures that new hires have taken appropriate steps prior to beginning work assignments (i.e., DOE background clearance, attended and completed required training, and all required HR paperwork completed). ●Ensures time sheets are accurately completed and submitted to Payroll on time. ●Maintains accurate records (i.e., staff files, program flyers, materials, schedule and curriculum). ●Reports site injuries via appropriate forms and immediately communicates incidents with school and New York Edge personnel. ●Ensures budgetary compliance and with submission of any required documents or reports to funding sources. ●Tracks and cares for all equipment and supplies used by community school participants and staff. Education Requirement: Bachelor’s degree required with preference in Education, Psychology, or Social Work At least 18.0 credit hours from an accredited college or university in the field of Child Development, Elementary Education, Physical Education, Recreation or a related field preferred Experience Requirement: Minimum of three (3) years experience in urban education or community organizing with at least one (1) year of supervisory experience. Minimum of one (1) year of experience working with youth & adolescents in New York City. Required Knowledge, Skills, & Abilities: ● Ability to handle multiple tasks, meet deadlines, manage priorities and workflow, while maintaining a positive, patient and calm demeanor, and establishing a positive team spirit with staff, students, and entire school community. ● Strong understanding of New York City and New York State education requirements in an urban setting. ●Excellent communication (oral and written) and interpersonal skills with proven ability to interact with a diverse range of individuals both in person, virtually and over the phone, applying tact and discretion as situations demand ●Must be able to articulate outcome requirements and provide the necessary and appropriate resources and support for school and New York Edge staff members to successfully deliver on objectives. Ability to de-escalate potentially risky or difficult situations. ●Proficiency in Google Suite, Microsoft Excel, Outlook, and Word. Work Environment & Physical Demands: Work is performed mostly within a New York City Public School but is required to interact with the community at-large during events, outreach, and trips. May be required to walk up and down stairs, lift or move objects/materials as needed. Work hours will be consistent Monday through Friday with potential for some weekend or evening scheduled activities or events. To apply, please visit our website at https://newyorkedge.org/careers/ At time of offer and acceptance, the job requires safety and security clearances through the Department of Education and Department of Health. New York Edge is an Equal Opportunity/Affirmative Action Employer. Disclaimer: The statements herein are intended to describe the general nature and level of work being performed by the employee in this position. These statements are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of a person in this position.

Job Description Have you been thinking of making a change? Are you craving more business and the reps to build confidence? Do you love Real Estate and are curious about how to start or are you in a slump in your current business? Are you looking to learn the real estate industry from the inside out on your way to becoming a thriving agent? We’re a vibrant and productive team in need of a Showing Agent to host open houses and to show homes for our Senior Agents in the area. Obviously this role is tailored to agents that want to get into full time real estate. Our ideal candidate is a bright, ambitious, hard-working individual who is serious about a career and has commitment and self-discipline. MUST BE a licensed Realtor or currently taking real estate classes. You’ll be supported every step of the way with proven training, outstanding support, marketing staff, and competitive compensation for your hard work. If this sounds like a good fit, apply now. Responsibilities • Communicate with clients and potential clients, • Attend showings, • Provide prompt feedback, • Attending home inspections, pre-closing walkthroughs, and closings, • The team lead would handle drafting contracts and negotiating to take the sale through the closing, • Schedule and attend on-site property inspections with clients and vendors to help ensure a smooth process, • Coordinate with clients, listing agents and home sellers to schedule showings on a timely basis, • Educate yourself on local communities and listed properties in order to knowledgeably answer clients’ questions, • Refine buyer’s criteria in order to select additional homes to show as necessary, • Quickly and professionally return buyer clients’ calls, texts and emails to ensure outstanding customer service Qualifications • To be a Showing Assistant you must be a licensed real estate salesperson or broker. We can assist you in the directions of getting that certification if needed., • Ability to spend time driving in your car, • Present yourself in a professional manner, • Ability to use or quickly learn real estate specific CRM and marketing/lead technologies, • Self motivated and able to perform tasks independently Compensation $30 hourly + closing bonus for showings About The Real Estate Center | Attorney Backed Agents™️ Our nationwide company excels at giving the tools and freedom to live the lives they have dreamed of by pairing together technology, innovation, AI, marketing, accounting, revenue share, stock options, and health insurance to fill the gaps often missing in businesses. If you are looking for the next option to advance your career, apply, and we will get back to you!

Job Description Assign and oversee independent adjusters handling losses for Lloyd’s Syndicates Essential Duties: • Enter First Reports/New Losses into the system, • Review new losses for coverage prior to assigning to adjuster or Company, • Send acknowledgements to brokers, • Maintain accurate reserves for claim files, • Analyze adjuster reports for coverage, accuracy and compliance with London requirements, • Be able to make decisions regarding coverage of claims, • Present applicable reports to London broker for authorization where necessary, • Communicate required authorizations to adjusters and monitor communications between London and adjusters/attorneys, • Answer London Company inquiries, • Communicate with underwriting regarding policy issues/inconsistencies relating to losses, • Issue payments to insureds / claimants, • Prepare checks for mailing, • Review adjuster and vendor invoices / set up for assistant to pay, • Enter notes and payments into system to update claim status, • Review daily follow ups, • Follow up with adjusters for overdue reports, • Handling incoming emails daily, • Customer service for incoming calls from brokers, insureds, etc, • Weekly meeting with claim manager or as needed Qualifications: • Strong knowledge and understanding of Commercial and Homeowners property coverage and a clear understanding of insurance terminology., • Good communication skills to discuss claims with adjusters and attorneys., • Solid customer service and organizational skills to handle a heavy workload., • Ability to work both independently and as a team player We offer a total compensation package which includes salary (60k-75k) plus a full comprehensive benefits package. Package includes Paid Time Off Days, Paid Holidays, Hybrid Work Schedule, Retirement Plan with Employer Match, 100% Single Employer Paid Medical, Dental, Vision, Life Insurance, Education Assistance, Various Voluntary Benefits, Wellness Program Including Mental Health Support and an Employee Assistance Program (EAP) and More. Visit Us On LinkedIn: https://www.linkedin.com/company/jimcor-agencies/ View All Openings: https://www.jimcor.com/join-our-team Website: www.jimcor.com Powered by JazzHR R2akoyzSGB

Job Description Essential Job Duties and Responsibilities: The Senior Property Manager provides daily oversight of a residential portfolio, ensuring that all assigned building assets are maintained to the highest standards. This role combines strategic leadership, operational excellence, and hands-on management to safeguard the financial health and physical condition of the properties while fostering a high-quality living experience for shareholders. Portfolio Oversight: • Oversee daily operations and management of:, • 5 buildings & townhome cluster(s) ranging from 2,100 – 2,300 apartments., • Property staff including Junior Property Manager, Building Supervisor, Assistant Building Supervisor, Administrative Assistant, Call Center Representatives, Building Porters, Utility Person (Ratio 1:250 apartments), and painters., • Ensure the financial health and physical integrity of all properties within the assigned portfolio., • Oversee maintenance, capital projects, and long-term planning to protect and enhance building assets., • Maintain full regulatory adherence across all sites, including housing quality standards, safety codes, and legal guidelines., • Conduct joint inspections with municipal agencies, including HUD (NSPIRE), FDNY, Department of Health, and Department of Buildings., • Foster a collaborative and high-performing team culture through coaching, mentoring, and professional development., • Partner with the Director of Property Management to develop and execute strategic asset management plans., • Lead financial forecasting, budgeting, and long-term capital assessments to support organizational objectives., • Work closely with Skilled Trades, Exterminations, Finance, Procurement, Compliance, and Grounds teams to ensure seamless day-to-day operations., • Resolve escalated resident and property issues with professionalism, urgency, and a resident-centered approach., • Monitor and report on property performance metrics, including budgets, operational efficiency, and resident satisfaction, ensuring alignment with organizational goals., • Perform other duties and responsibilities as assigned. Educational Requirements: • Bachelor’s degree in business administration, Real Estate, Property Management, or a related field required., • Master’s degree (MBA or related or relevant certifications (e.g., CPM, CCIM, NYS Real Estate Broker License), a plus, • Professional certifications such as Certified Property Manager (CPM), Residential Management Professional (RMP), RAM Certification or equivalent are a plus. Work Experience and Minimum Requirements: • Minimum of 5-7 years in property leadership overseeing cross-functional teams and large-scale operations., • Minimum of 10 years’ Property Management and Residential experience., • Strong analytical and decision-making skills, with a history of effectively resolving complex property management, operational, and resident-related issues., • Communication and Collaboration: Exceptional written and verbal communication skills, with a proven ability to collaborate with internal departments, external partners, and regulatory agencies., • Proven track record of successfully negotiating contracts or leases, in a timely manner, • Proven track record of strategic planning for large-scale, multifunctional operations, • Working knowledge of NYC Building codes and regulations. Testing: • Drug screening, as permitted by, and consistent with, applicable law. Physical Requirements: • Persons performing service in this position classification may routinely exert up to 20 pounds of force to lift, carry, push, pull, or otherwise move objects., • This type of work will involve regular walking or standing for extended periods of time. It may involve stooping or bending., • Handling and working with various materials and objects are important aspects of this job. Reasonable accommodation may be made to enable a person to perform the essential functions of the job. *Riverbay Corporation is an Equal Opportunity/Affirmative Action Employer. *

Job DescriptionAVP, Data Engineer OTC Markets Group - New York, NY - Full Time OTC Markets Group Inc., operator of premier US financial marketplaces, is seeking a Data Engineer to join our IT Infrastructure team. We’re looking for a talented and driven Data Engineer to help power our data ecosystem. In this role, you won’t just maintain pipelines — you’ll build the foundation that enables analytics, insights, and informed decision-making across the organization. If you’re passionate about designing scalable data systems, optimizing performance, and turning complex data flows into reliable, high-quality assets, we’d love to talk to you. We invest heavily in employee satisfaction and offer all our employees a highly competitive compensation package. As a dynamic, growing company that fosters an open culture, we emphasize autonomy, responsibility, innovation, and self-discipline. We are looking for someone who wants to make an impressive impact at a company known for its reputation on quality and achievement. Base compensation for this role is up to $150,000.00 annually, depending on experience. In addition, the position is eligible for our discretionary annual bonus program and equity. What You’ll Do: • Design, build, and optimize scalable ETL pipelines that move data from operational systems into our data warehouse and data lake environments, • Integrate data from multiple platforms and perform complex transformations, aggregations, and calculations, • Design and implement robust data models, schema, tables, views, indexes, and stored procedures, • Ensure data integrity, quality, and consistency by embedding validation and monitoring into pipelines, • Tune and optimize SQL queries and stored procedures to maximize performance and efficiency, • Troubleshoot and resolve production ETL issues as part of a bi-weekly on-call rotation, • Partner with cross-functional teams to translate business needs into reliable, high-performing data solutions, • Additional responsibilities, as assigned.What We’re Looking For:, • 5+ years of hands-on experience building and managing ETL/data pipelines, • 5+ years of experience with relational databases (1 or more of: Informix, SQL Server, PostgreSQL, MySQL), • Expertise in schema design, indexing strategies, SQL development, and query performance tuning, • Strong scripting skills (Shell, Python), • Experience working with AI coding assistant tools and source code management tools such as GIT, • Working knowledge of AWS services such as RDS, Athena, S3 and Glue, • Familiarity with columnar databases, • Excellent communication skills and the ability to collaborate across technical and non-technical teams, • Bachelor’s degree in Computer Science (or related field) and/or relevant certificationsWhat OTC Markets Offers its Team Members (Why You Should Choose Us): Benefits: • Generous Paid Time Off (PTO), • Health, Dental, and Vision Coverage, • Health Savings Account (HSA), • Flexible Spending Accounts (FSA) Dependent & Healthcare, • Limited Purpose Flexible Spending Account (LPFSA), • Generous Paid Parental Leave Program, • Annual bonus and Stock Incentive Program, • 401(K) Plan - Retirement, • Commuter Transit & Parking Program, • Income Protection (Life Insurance, Short- & Long-Term Disability), • Voluntary Benefits (Accident, Critical Illness, & Hospital Indemnity)Perks:, • Hybrid Work Schedule, • Class Pass Partnership (Fitness & Wellness Programs), • Citi Bike Membership Program, • Mondays – Breakfast Bagels & Wednesdays – Pizza Lunch, • Office Snacks and Beverages, • Monthly birthday celebrationsAbout OTC Markets Group Inc. OTC Markets Group Inc. (OTCQX: OTCM) operates regulated markets for trading 12,000 U.S. and international securities. Our data-driven disclosure standards form the foundation of our public markets: OTCQX® Best Market, OTCQB® Venture Market, OTCID™ Basic Market and Pink Limited™ Market. Our OTC Link® Alternative Trading Systems (ATSs) provide critical market infrastructure that broker-dealers rely on to facilitate trading. Our innovative model offers companies more efficient access to the U.S. financial markets. OTC Link ATS, OTC Link ECN, OTC Link NQB, and MOON ATS™ are each SEC regulated ATS, operated by OTC Link LLC, a FINRA and SEC registered broker-dealer, member SIPC. To learn more about how we create better informed and more efficient markets, visit www.otcmarkets.com. We are an equal opportunity and E-Verify employer and prohibit discrimination and harassment of any kind. All employment decisions are based on business needs, job requirements, and individual qualifications, without regard to race, creed, color, religion, gender, national origin, age, marital status, political belief, physical or mental disability, sexual orientation, military or veteran status, genetic information, family or parental status, gender identity, pregnancy, including childbirth or related medical condition, or any other characteristic protected by federal, state, or local law. We encourage applicants of all ages and backgrounds. Applicants have rights under Federal Law: Equal Employment Opportunity is the Law Polygraph Protection Act FMLA Powered by JazzHR NU9YZKtkzk

Job Description General Overview: The Senior Property & Asset is responsible for the day to day property and accounts operations of all WIN Supportive House Program apartments including scattered and congregate site apartments. Principal Responsibilities: • Demonstrate ability to understand financial goals, operate asset in agency’s best interest in accordance with Policies and Procedures. • Maintain accurate records of all tenant transactions. (i.e., rent rolls, delinquency reports, move in/move-outs, etc.). • Create and maintain all repair tracking reports for Supportive housing, • Attend all construction meetings on new developments and complete final punch list reports as needed • Assist Director of Housing with working with architects, general contractors and investors on all new Supportive Housing projects • Assist superintendents with maintenance reports for all supportive units, • Assist with clearing all HPD violations in Supportive Housing congregate site buildings, • Assist with any emergencies as needed for all Win sites, • Assist with coordinating staff training and meetings with within the facility department, • On call 24/7 for all emergencies related to property management, • Assist with all onboarding and offboarding when needed, • Ensure that all rents and late fees/check charges are collected, posted and deposited in a timely manner. • Ensure that accounts payable invoices are submitted to the corporate office in a timely manner for payment. • Enter all new tenants and update existing tenants in the agency software system., • Prepare Reports as needed for WIN, Funding and State agencies, including monthly ledgers, accounts receivable and accounts payables. • Respond to audits from all funding and state agencies., • Generate necessary legal action, documents and process in accordance with State and Agency guidelines. • Provide constant vendor/contractor communications concerning scheduling, billing, vendor relations and certificates of insurance. • Confirm all leases and corresponding paperwork are completed and input to software system accurately and on a timely basis. • Continually monitor and analyze traffic logs, conversion ratios, budget guidelines, renewal information, etc., to be able to give up-to-date and proper information when requested by others. • Assist Director of Housing Management with Broker meet and greet, develop and maintain positive strong working relationships. • Assist with the inspection of new apartments, prior to lease signings., • Attend program meetings, agency wide staff meetings, and external meetings, as needed., • Represent the Assistant Vice President of Facilities Maintenance, as needed., • Other duties as requested/assigned by the Director of Housing Management., • Supervise direct reports including property managers, superintendents and maintenance staff Requirements: Bachelors’ Degree with at least three years of Property Management experience. Must be detailed oriented, and able to multi-task successfully. Experience in Non-Profit Scatter-Site settings, policies and procedures. Excellent interpersonal, communications and computer skills needed. Bi-lingual Spanish a plus.

Job Description Durst Profile: Since 1915, The Durst Organization has been a family-run business dedicated to the principles of innovation, integrity, community, and sustainability. We develop, build, own, and manage premier office towers and residential buildings that set new standards in environmental responsibility and user efficiency. Our enduring relationships with our tenants and partners are critical to our success and have made us generations of builders, building for generations. We build, own, and operate many of the world's most innovative and efficient buildings. We create value for our tenants and partners by developing sustainable residential and commercial properties in which people live, work, and thrive. Overview: The Assistant Leasing Manager position is responsible for supporting the Leasing Manager in administrative tasks related to revenue management and administrative oversite for the existing rental portfolio. The ideal candidate will have prior luxury rental experience, a strong understanding of the NYC rental market and knowledge of current rent stabilization laws. In addition to the Assistant Manager responsibilities, this position will also be responsible for leasing apartments. Responsibilities: • Assisting the Leasing Manager with the following:, • Promotion of a 1st class operation demonstrated through integrity, courtesy and professionalism, • Meticulous organizational skills as it pertains to leasing files and paperwork, • Collaboration with Marketing and Analyst teams to optimize revenue and occupancy, • Auditing and monitoring of leasing information to maintain data integrity, • Maintain and establish best practices and departmental standard operating procedures, • Daily communication with service team to ensure renter expectations and experiences are aligned, • Reporting-market comps & research, closing ratios, occupancy, etc., • Managing pricing and expiration schedule to optimize revenue, • Engage broker community and manage ILS sites for accuracy in listings, • Maintain renewal workflows and oversee processing throughout the full lifecycle of each renewal., • Provide coaching and support to team members on effective communication, conflict resolution, and customer engagement best practices., • Ensure timely documentation and follow-up on escalated matters to maintain accountability and transparency., • Promote team engagement by fostering open communication, recognizing contributions, and maintaining a positive, collaborative work environment Qualifications: • Bachelor's Degree preferred, • 5+ years' experience in a leasing related capacity, • Salesperson License Required, • Comparable urban market experience in or similar to New York City, • Excellent communication skills both written and orally, • Dynamic leader and motivator through creative methods, • Ability to work a forty (40) hour schedule, which may include weekends, • Revenue Management Software Experience Preferred, • Working knowledge of Rent Stabilization Code, Housing Maintenance Code, DHCR and HPD requirements and Fair Housing Laws Salary range: $85,000 - $100,000 (this position is eligible for commission and discretionary annual bonus) EEOC Equal Opportunity Employer and Affirmative Action Employer for Protected Veterans and Individuals with Disabilities. The Durst Organization and Affiliates is an equal opportunity employer for all and an employer for qualified veterans and individuals with disabilities in accordance with the Vietnam Era Veterans' Readjustment Assistance Act (VEVRAA) and the Rehabilitation Act of 1973. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, age, genetic information, disability or protected veteran status, or any other characteristic protected by law. Please click here for more information about Equal Opportunity Employment – Notice of Rights (EEO is the Law). We seek individuals who exemplify The Durst Organization's mission of providing the best service to our tenants, residents and partners. If you are ready to make a change and would like to join our team of dedicated professionals please review the currently open job listings and apply for those positions for which you meet the minimum qualifications. If you are a qualified individual with a disability, you have the right to request a reasonable accommodation if you are unable or limited in your ability to use the careers site as a result of your disability. To request an accommodation, please click here and let us know the nature of your request and provide your contact information. Please do not direct any other general employment related questions using the link provided. We will only respond to inquiries concerning requests for reasonable accommodations. The content provided on this site is intended for informational purposes only and is not intended to constitute an offer or solicitation. Despite the efforts of The Durst Organization to provide accurate information on this site, it is not possible to ensure that all information is correct or up to date. Information on this site does not modify or supersede tenants' lease terms. The Durst Organization assumes no responsibility or liability for any actions taken as a result of using this site, or for errors or omissions in the content found on this server. Residents of California California Applicant Privacy Policy THIS SITE AND THE CONTENT ARE PROVIDED '"AS IS" AND WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS OR IMPLIED. TO THE MAXIMUM EXTENT PERMITTED UNDER APPLICABLE LAW, THE DURST ORGANIZATION DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, IMPLIED WARRANTIES OF MERCHANTABILITY, HABITABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NON-INFRINGEMENT. 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Job Description Executive Assistant - Real Estate Location: Short Hills, NJ Salary: $60,000-$65,000 per year Position Type: Full-Time (Flexible Hours – Not a 9–5 Role) The Opportunity We are seeking a high-level Executive Assistant - Real Estate to support a top-producing, fast-paced luxury real estate broker. This is not an entry-level role; we are looking for a sharp, proactive, solutions-driven professional who thrives in a high-performance environment. As the broker’s "right hand," you will manage day-to-day operations, client experiences, and field support, ensuring a seamless, white-glove level of service across every touchpoint. Key Responsibilities Client & Field Support • Accompany the broker on property showings, listing appointments, and client meetings., • Prepare homes for showings (lighting, staging adjustments, and presentation perfection)., • Serve as a professional, knowledgeable point of contact for high-net-worth clients. Listing & Transaction Coordination • Organize listing materials, presentations, and necessary documentation., • Coordinate photography, staging, videography, and marketing timelines., • Ensure all compliance documents (disclosures, agreements, etc.) are complete and accurate., • Track transaction milestones and communicate updates with clients, attorneys, and agents. Operations & Administrative Excellence • Manage calendars, appointments, and daily priorities with precision., • Anticipate needs and proactively solve problems before they arise., • Maintain CRM systems, client databases, and follow-up systems. Marketing & Brand Support • Assist with listing launches, social media coordination, and marketing campaigns., • Coordinate brochures, email blasts, and promotional materials to maintain an elevated brand presence. Requirements & Qualifications • License: Must hold an Active New Jersey Real Estate License (Required)., • Experience: 2+ years in real estate, preferably supporting a top-producing agent or team., • Knowledge: Strong understanding of contracts, transactions, and listing processes., • Skills: Exceptional organizational skills and tech-savviness (MLS, CRM, digital marketing platforms)., • Communication: Polished and professional written and verbal communication. Who You Are • Proactive: You don’t wait for instructions; you anticipate what needs to be done., • Resilient: You remain calm under pressure and thrive in a fast-paced environment., • Detail-Oriented: You believe that "the little things" are what make a luxury experience., • Professional: You are loyal, trustworthy, and maintain a drama-free, client-focused attitude. Why Join? This is a unique opportunity to work alongside one of the region’s top real estate professionals and gain hands-on experience in luxury real estate, high-level negotiations, and elite client service. If you are looking for a role where you will be challenged and valued—this is it. Company DescriptionPrideStaff is a national staffing service founded in 1978 with over 80 locations nationwide. We are currently expanding with a new office in East Hanover and are looking for individuals to share our mission: Consistently provide client experiences focused on what they value most. Professionals who are client service driven, goal orientated, organized and have an internal drive for success possess the qualities to be successful with PrideStaff. Additionally: -\tClients and candidates consistently rate PrideStaff among the top recruiting firms within the staffing industry based on Net Promoter Score (NPS) data -\tPrideStaff provides comprehensive training to Staffing Consultants on our proven sales, recruiting and staffing processes -\tWe help our Staffing Consultants succeed with leading edge recruiting technology and performance improvement programs -\tWe offer one of the most unique and competitive compensation plans in the Staffing and Recruiting industryPrideStaff is a national staffing service founded in 1978 with over 80 locations nationwide. We are currently expanding with a new office in East Hanover and are looking for individuals to share our mission: Consistently provide client experiences focused on what they value most. Professionals who are client service driven, goal orientated, organized and have an internal drive for success possess the qualities to be successful with PrideStaff. Additionally:\r\n\r\n•\tClients and candidates consistently rate PrideStaff among the top recruiting firms within the staffing industry based on Net Promoter Score (NPS) data\r\n•\tPrideStaff provides comprehensive training to Staffing Consultants on our proven sales, recruiting and staffing processes\r\n•\tWe help our Staffing Consultants succeed with leading edge recruiting technology and performance improvement programs\r\n•\tWe offer one of the most unique and competitive compensation plans in the Staffing and Recruiting industry

Strategic Risk Solutions Inc. (SRS), the world’s largest independent insurance company manager, is growing and looking for a driven and strategic Assistant Vice President to join Garnet Captive – our division that administers group captive programs. This remote position based in a Southeast state will be responsible for working with new and existing insurance agencies to educate and deliver on group captive products to their clientele. • Create and execute business strategies for expansion of existing captive programs, • Establish long-term agency relationships and ensure success of existing programs with a chief focus on continuous growth, • Effectively communicate captive participation and the value proposition of captive programs, • Review new business submissions and related underwriting data to develop quotes with carrier and vendor partners, • Deliver effectively in a variety of presentation settings; formal, one-on-one, small and large groups, with peers, and leaders, • 3+ years of proven commercial lines experience; Property & Casualty, • Established commercial broker relationships are strongly preferred, • Ability and drive to foster new agency relationships, • Performs work accurately and to the best of their ability, capable of problem solving, • Desire to learn and grow in a dynamic team and provide feedback, • Travel required; percentage dependent on location of candidates’ home office About Strategic Risk Solutions SRS is the world’s largest independent insurance company manager. With over 25 years of experience, SRS provides management and consulting services to a wide range of insurance company entities, from single parent captives to complex commercial insurers and reinsurers. SRS has operations in the United States, Canada, Europe, Barbados, Bermuda, Cayman Islands, Latin America, and South Africa. Garnet Captive Services, LLC was founded in 2002 with the goal of providing causality insurance solutions for mid-sized employers. Garnet Captive partners with an established network of high-quality insurance agents to deliver comprehensive group captive solutions covering workers’ compensation, commercial auto, and general liability. Since 2002, Garnet’s group captive programs have been incredibly successful in reducing premiums, stabilizing cost, and providing control of employers’ insurance programs. Offering a competitive salary and a comprehensive benefits package including life, medical, dental, 401k, and tuition reimbursement, SRS strives to provide every employee with opportunities for rewarding growth and advancement in an environment of genuine equity and inclusion. SRS’ dedication to its people has established a company-wide network of colleagues committed to each other’s, as well as the Company’s, success. EOE For more information on SRS, please visit _ For more information on Garnet, please visit _

Administrative Assistant / Broker Support.A busy Property & Casualty insurance broker is seeking a reliable and detail-oriented Administrative Assistant to provide day-to-day support.This is an unofficial secretary role focused primarily on administrative duties, with light exposure to underwriting

The Administrative Assistant will assist management with the smooth operation of all office, broker, and administrative support services.The individual will provide brokers with the tools to assist them with their selling, and help increase their productivity for the office and the company.The Admin

Senior Bookkeeper / Assistant Controller.Our client is a full-service qualified automotive car dealer / broker located in Nassau County on Long Island.In business for over 30 years, they bring a wealth of experience to the industry not just as dealers, but also partners in the automotive world, guar

Commercial Insurance SBU Broking Specialist- hybrid or remote (future) Commercial Insurance SBU Broking Specialist- hybrid or remote (future) Commercial Insurance SBU Broking Specialist- hybrid or remote (future) Regional Distribution Manager (Insurance) Commercial Insurance SBU Broking Specialist-

Equity Assistant Trader & Operations Administrator (Hybrid). Manage the processing and settlement of trades according to trading & operations guidelines and standards. Complete all trades in a timely manner in collaboration with Operations, broker/dealers and Back-Office.

Enterprise Coverage And Client Management, Broker Dealer - Associate / Assistant Vice President. Capital is looking to hire an Associate / Assistant Vice President to join the iCapital Solutions team, focused on our existing Enterprise Wealth relationships within the Independent Broker Dealer (IBD)

Up to $58,312-yr / Flexible Schedule / Generous PTO - As a Freight Broker Assistant, you will: assist with coordinating and scheduling freight shipments; communicate with carriers and customers to ensure timely delivery; track and update shipment statuses in the company's software; maintain accurate

Equity Assistant Trader & Operations Administrator. Complete all trades in a timely manner in collaboration with Operations, broker/dealers and Back-Office. Communicate and collaborate with the operations analyst, other front, middle and back-office teams to ensure accuracy and completeness of trad

Job Description Senior Sales Consultant – Northeast Region About TouchCare TouchCare is a healthcare concierge service dedicated to simplifying the complexities of health insurance and the healthcare system. By assigning each member a personal assistant, TouchCare helps resolve billing issues, coordinate with providers, and save individuals time and money. Committed to providing a healthier understanding of healthcare, TouchCare makes navigating healthcare more convenient and stress-free for its users. Our Sales team play a critical role in expanding TouchCare's impact and that's where you come in. Who You Are TouchCare is seeking experienced Senior Sales Consultants to join our team and help us accelerate our rapid growth plans. This is a great opportunity for someone looking to be part of the growing healthcare industry and influence an early-stage company that is experiencing significant growth. As a key member of our team, the Senior Sales Consultant will have a strong background and understanding of the healthcare system and employee benefits. The candidate will have extensive experience working with health insurance brokers and possess a strong broker network. To excel in this role you will need outstanding consultative sales, interpersonal and networking skills. This role encourages entrepreneurialism as you open and build out new markets and territories. They are comfortable working in an evolving and fast-paced environment. What You'll Do • Develop and manage a territory of health insurance brokers, • Work with insurance brokers to identify potential large prospect referrals, • Sell healthcare concierge and advocacy services to prospects, • Partner with brokers to team sell enterprise prospects, • Deliver worldclass sales demos and presentations in a virtual sales environment, • Facilitate and manage sales presentations with C-level decision makers, • Be a subject matter expert on healthcare advocacy and concierge services, • Clearly articulate the TouchCare value proposition and differentiators, • Provide prospects with demonstrable examples of our worldclass service model, • Address and resolve sales objections from brokers and prospects, • Execute a highly efficient and effective sales process with brokers and prospects, • Achieve annual broker development objectives, sales quotas, and pricing targets, • Understand and keep up to date with industry and competitive landscape knowledge, • Partner with Client Success to ensure every client relationship gets off to a great start, • Remain focused on top of the funnel lead development activities while closing business, • Leverage SalesForce and email marketing software to support lead generation Experience You'll Bring • 7 years of sales experience in the healthcare, health insurance or health tech industries, • Successful track record of hitting and exceeding sales quotas (i.e. President's club), • Consultative sales experience selling through a third-party distribution channel, • Deep understanding of the health insurance broker distribution channel, • Have a large existing health insurance broker network, • Experience selling healthcare advocacy or concierge services to enterprise prospects, • A builder mindset for growing and maintaining a large network, • Highly skilled at presenting and team selling in a virtual environment, • Experience selling large ticket/expensive items in SAAS or recurring revenue model, • Classically trained sales professional that leverages a sales process, • Persuasive communicator with the ability to simplify complex topics, • Value and utilize data to drive activities and decision making, • Willingness to roll up your sleeves and get your hands dirty, • Experienced user of SalesForce and other CRMs, • Proficiency in Microsoft Office and Google, • Bachelor's degree Why Join Us? • Professional Growth: Gain exposure to diverse accounting functions and portfolio company, • management., • Collaborative Environment: Work closely with a supportive team that values your contribution., • Fast-Paced & Rewarding: No two days are the same in our deadline-driven, high-energy office. Compensation • Base salary $130,000- $150,000 based on experience, plus uncapped commissions, sales kickers, and bonus., • This is a high-impact role with meaningful upside for driven, results-oriented sales professionals. Work Environment • Travel: There will be travel associated with this role to support field-based sales efforts and client meetings.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description Oppenheimer & Co is seeking a Registered Client Service Associate to join the Summit NJ team. The primary responsibility of the role is to support the day-to-day operations of a successful, growing wealth management practice comprised of two advisors and two existing RCSAs. The cornerstone of the practice is impeccable client service and financial planning. This role requires superior interpersonal and multi-tasking skill sets as well as meticulous attention to detail. The candidate should be able to operate independently as well as a member of a 5 – 6 person team. This role will assist in performing a variety of daily support tasks so that the team grows their business, runs smoothly and meets excellent service standards. Responsibilities • Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors, • Quickly develop knowledge of a variety of forms and account procedures in order to assist clients, • Learn to utilize research and technical support tools, • Produce quality analytical reports using various software programs, • Act with integrity and respect in all situations, • Cultivate and grow existing client relationships, • Assist with marketing efforts, • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments, • Prepare and process paperwork to open and service accounts Skills/Requirements • This role requires superior interpersonal and multi-tasking skill sets as well as meticulous attention to detail and thoroughness, • FINRA Series 7 and 63/65 (or 66) required (within first three months of hire), • A basic understanding of financial instruments and brokerage/insurance products, • 5+ years’ experience working as a sales assistant/CSA, • Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and the ability to learn Docusign and internal software programs., • Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role, • Must be able to maintain the highest level of confidentiality, • Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner, • Able to prioritize and meet designated deadlines and work effectively in a pressurized environment under time constraints, • Demonstrate the ability to handle multiple tasks to completion with little or no supervision Compensation For job postings in New Jersey, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New Jersey and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $60,000.00 - $65,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description Job Title: Receptionist Reports to: Branch office Manager Job Summary: The Administrative Assistant will assist management with the smooth operation of all office, broker, and administrative support services. The individual will provide brokers with the tools to assist them with their selling, and help increase their productivity for the office and the company. The Administrative Assistant needs to be good problem-solver and can work well independently. Additionally, the individual must possess a high level of interpersonal skills, provide excellent customer service, and have a wonderful phone personality to effectively interact with staff, brokers, and clients. Essential Functions: Handles all responsibilities for front receptionist desk • Answer all incoming calls and transfer them accordingly, • Sorting and delivering of all incoming mail: UPS, USPS, and interoffice, • Calling and tracking messengers for outgoing packages, • Responsible to finalize closing checks to ensure realtor’s commissions, • Communicate with Manager to satisfy office expenses Maintain all Marketing Materials for Brokers • Maintain full supply of marketing materials for pitch packages, • Create all pitch packages as requested by brokers Maintain neat and orderly professional working environment • Maintain entire front reception area, • Maintain conference room and schedule, • Maintain & stock kitchen for full usage Provide Miscellaneous Administrative Duties • Drawing up documents, typing board packages and leases, etc., as requested, • Assist brokers and customers with listing questions using LIMO, • Printing of mailing labels at broker’s requests for their mailings, • Add postage on agent’s mailings, as needed Agent Mailings • Enter and correct return mailings into MailList program, • Filtering all USPS mail sent to mail center Qualifications: • Minimum 2 years of experience in administrative / reception work, • Proficient in Microsoft Word, Outlook, Intranet, and Internet, • Real Estate experience, a plus

The Assistant Broker supports the Binding Authority Underwriters by reviewing applications, inspections, and other pertinent information to evaluate, classify, and rate individuals and/or groups for insurance. Bridge Specialty Group is seeking an Assistant Broker to join our growing team in New York

Bridge Specialty Group is seeking an Assistant Broker to join our growing team in New York, NY!. The Assistant Broker supports the Binding Authority Underwriters by reviewing applications, inspections, and other pertinent information to evaluate, classify, and rate individuals and/or groups for insu

A National Stone and reclaimed wood flooring company is seeking a dynamic Outside Selling Professional for the New York & Connecticut territory.This is an exciting position for a motivated, talented, entrepreneurial spirited salesperson to increase our sales revenue in the NY Regional Metro area.Pre

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of between $25/hr.There is no payment required in order to apply or to work as an In-Home Usage Tester.You do